Latest Institutional Purchases of Ishares Trust Ishares 1 5 Year (IGSB)
This list provides information on the latest institutional transactions involving Ishares Trust Ishares 1 5 Year (IGSB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
1.6K+ 5.55% |
$82.2K - $83.5K
|
30.3K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
1.57K+ 3.08% |
$80.8K - $82.1K
|
52.4K
$2.75M
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.55K+ 28.19% |
$79.8K - $81.1K
|
7.04K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.54K+ 7.19% |
$79.5K - $80.8K
|
23K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 0.47% |
$79.2K - $80.5K
|
328K
$17.2M
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.5K+ 1.14% |
$77.4K - $78.7K
|
133K
$6.99M
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
1.48KNew |
$76.2K - $77.5K
|
1.48K
$77.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.44K+ 4.56% |
$74.4K - $75.6K
|
33.1K
$1.74M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.34K+ 28.4% |
$69K - $70.2K
|
6.06K
$318K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.31KNew |
$67.6K - $68.8K
|
1.31K
$68.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.3K+ 7.21% |
$67K - $68.1K
|
19.3K
$1.02M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.3K+ 7.74% |
$67K - $68.1K
|
18.1K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.26K+ 3.32% |
$64.7K - $65.7K
|
39K
$2.05M
|
|
|
May 07, 2025
Q1 2025
|
Lutz Financial Services LLC
|
BUY
|
- |
1.23K+ 0.25% |
$63.3K - $64.3K
|
483K
$25.4M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.2K+ 10.07% |
$61.7K - $62.7K
|
13.1K
$687K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.17K+ 10.11% |
$60.2K - $61.2K
|
12.7K
$668K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.15K+ 9.06% |
$59K - $60K
|
13.8K
$724K
|
|
|
Apr 29, 2025
Q1 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.13K+ 3.56% |
$58.1K - $59.1K
|
32.8K
$1.72M
|
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
1.12K+ 2.41% |
$57.6K - $58.5K
|
47.5K
$2.49M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.09K+ 0.29% |
$56.3K - $57.2K
|
380K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
F
|
BUY
|
- |
1.06K+ 3.9% |
$54.7K - $55.6K
|
28.3K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.06K+ 16.95% |
$54.5K - $55.4K
|
7.3K
$383K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.03K+ 10.16% |
$53K - $53.8K
|
11.1K
$585K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1K+ 23.36% |
$51.5K - $52.4K
|
5.28K
$277K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
997New |
$51.4K - $52.2K
|
997
$52.4K
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
955+ 0.75% |
$49.2K - $50K
|
129K
$6.76M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
886New |
$45.6K - $46.4K
|
886
$46.5K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
882+ 1.31% |
$45.4K - $46.2K
|
68.5K
$3.6M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
853New |
$43.9K - $44.7K
|
853
$44.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
831New |
$42.8K - $43.5K
|
831
$43.6K
|
|
|
May 01, 2025
Q1 2025
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
778+ 5.8% |
$40.1K - $40.7K
|
14.2K
$745K
|
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
731New |
$37.7K - $38.3K
|
731
$38.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
690New |
$35.5K - $36.1K
|
690
$36.2K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
644+ 13.43% |
$33.2K - $33.7K
|
5.44K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
BUY
|
- |
643+ 2.79% |
$33.1K - $33.7K
|
23.7K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
611+ 10.71% |
$31.5K - $32K
|
6.32K
$332K
|
|
|
Apr 25, 2025
Q1 2025
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
551+ 1.62% |
$28.4K - $28.9K
|
34.5K
$1.81M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
531+ 2.41% |
$27.4K - $27.8K
|
22.6K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Seelaus Asset Management LLC
|
BUY
|
- |
525+ 8.73% |
$27K - $27.5K
|
6.54K
$343K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
522+ 0.22% |
$26.9K - $27.3K
|
236K
$12.4M
|
|
|
May 01, 2025
Q1 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
501+ 5.57% |
$25.8K - $26.2K
|
9.5K
$499K
|
|
|
May 02, 2025
Q1 2025
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
491+ 0.54% |
$25.3K - $25.7K
|
91.7K
$4.82M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
485+ 64.58% |
$25K - $25.4K
|
1.24K
$64.9K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
480+ 3.92% |
$24.7K - $25.1K
|
12.7K
$668K
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
462+ 1.34% |
$23.8K - $24.2K
|
35K
$1.84M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
459+ 0.21% |
$23.6K - $24K
|
219K
$11.5M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
426+ 2.18% |
$21.9K - $22.3K
|
19.9K
$1.05M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
420+ 11.46% |
$21.6K - $22K
|
4.08K
$214K
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
412+ 1.24% |
$21.2K - $21.6K
|
33.6K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
400+ 12.32% |
$20.6K - $20.9K
|
3.65K
$192K
|